Milestone Asset Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Milestone Asset Management Group, LLC

  • $135 Billion
  • Q2 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 50,215 shares of SCHD stock, worth $1.33 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
50,215
Previous 48,764 2.98%
Holding current value
$1.33 Million
Previous $1.36 Billion 2.4%
% of portfolio
0.99%
Previous 1.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$24.32 - $27.87 $35,288 - $40,439
1,451 Added 2.98%
50,215 $1.33 Billion
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $116,629 - $123,235
4,318 Added 9.72%
48,764 $1.36 Billion
Q4 2024

Mar 27, 2025
BUY
$26.93 - $84.95 $1.2 Million - $3.78 Million
44,446 New
44,446 $1.21 Billion

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
843M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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